Does anyone have thoughts on leaving big 4 to work at a private wealth management firm? Have a CPA would consider getting CFP if it would help fit the requirements. Had someone reach out and haven’t done a ton of research yet just wanted to get some base level opinions.

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Yes. If solid WM firm.

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Had the same question haha. Very interested in what people think

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I’ve been thinking of doing this as well

Do you have an interest in cold calling? Certain PWM providers have a wide variety of functions A not sure specifically what you would be doing? Would you be a client associate?

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